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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,379 | $69,515-33.3% | $86,868-46.6% | $85,856-46.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 22.48% | 20.12%+2.4pp | 63.53%-41.0pp | 318.58%-296.1pp |
| Employer contribution / active EE | $4,000 | $1,880+112.7% | $2,496+60.3% | $2,565+55.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,742 | $5,972-37.3% | $5,829-35.8% | $6,261-40.2% |